> For the complete documentation index, see [llms.txt](https://docs.boldmetrics.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.boldmetrics.io/returns.md).

# Returns

There are two methods to send returns data to Bold Metrics: **File Drop (SFTP/Email)** or through our **Loop Returns integration**.

## Getting Started with Loop Returns

We have an easy, two-step integration through our returns partner, Loop, in order to connect your returns to Bold Metrics.

1. Click ‘Generate API Key’.
2. Select the ‘Return’ box, and click ‘Generate’.

Once these steps have been completed, please pass along the API Key to your Bold Metrics Account Manager.

## Getting Started with SFTP

Your Bold Metrics representative will send you a returns template with the expected data contract. This contains the columns that are both required and optional for our data team to provide performance analysis. Please check your returns data and make sure your team is able to match the data contract from the returns template. Note - if this data contract is not met, Returns Reporting will not be available.

Once Bold Metrics has confirmed the sample data, your team sends this data to the Bold Metrics SFTP on a regular basis. The steps involved are outlined below:

1. Send a sample of the returns data using the returns template
2. Bold Metrics will provide credentials and a SFTP endpoint for returns data uploads
3. After step two is completed, Bold Metrics will confirm that the upload was successful

## Returns Template

The below sheet includes fields that are both required and optional for our reporting to work. If you are an SFTP client, it is required to pass Bold Metrics this data in the below format as a .csv.

{% file src="/files/Ths4BdeVqdaPQCazHJWw" %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.boldmetrics.io/returns.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
